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News and Articles - December 2002

Case Study on Wind2 implementation at Turner Fleischer Architects Inc. published in the mid November 2002 edition of the Bottom Line

Turner Fleischer Architects Inc. (TFAI) selected Wind2 14 years ago. The initial objectives for TFAI were fairly simple – to record time and expenses against a project. ACCPAC was used for general ledger, accounts payable and accounts receivable. In the early days, staff recorded their time on paper and office staff keyed it into the system. Later, staff entered their time into Excel spreadsheets, and it was manually re-entered into Wind2. TFAI and Wind2 have a come a long way since then. Today staff key their time and notes directly into Wind2. Wind2 is also used to for invoicing, budgeting, project management, purchasing, general ledger, financial reporting, accounts receivable and accounts payable. For a reprint of the article, click here.

Case Study on TimeControl implementation at MDS Sciex published in the December 2002 edition of the Bottom Line

MDS Sciex is Canada's leading manufacturer of analytical instrumentation. A few years ago, MDS Sciex selected TimeControl to automate timesheets. TimeControl provides an electronic timesheet and expense reporting system designed to serve both Finance and Project Management. TimeControl differentiators include support of multiple databases including Oracle, a matrix approval process, links to multiple project management systems and audit trail of any changes to a timesheet. For a reprint of the article, click here.

Web Services is now the most hyped technology on the planet

Web Services is now the most hyped technology on the planet. It has the potential to let different systems communicate with each other easily. Integration problems would be no more. EDI (Electronic Data Interchange) would be replaced by Web Services. Business to Business (B2B) eCommerce would become a reality. New applications could be assembled using programs available on Web Services. Despite the hype, there is a lot of confusion about what is actually meant by Web Services.

Web Services refers to application logic accessible to programs via standard web protocols in a platform-independent way. So, if you hear that companies already have web services in place, this is a stretch. They may be using XML (eXtensible Markup Language), which is a key component in Web Services and they may be communicating over the internet, but they are not using standards in a platform independent way. Before they can use standards, there needs to be agreement on the standards. And that’s the big problem. Just as Paul Simon sings about the 50 ways to lose your lover, there are 50 ways to define a purchase order.

There are also different levels to Web Services that need to be standardized including SOAP (Simple Object Access Protocol) and UDDI (Universal Description, Discovery and Integration). Technology companies need an acronym for everything they do, and Web Services has more acronyms associated with it than you would care to know about it.

Although the obstacles to Web Services are large, there is huge momentum and commitment by all the major technology companies to sort out the standards. Only this year, the WS-I (Web Services Interoperability Organization) was created to act as a quality assurance group over web services. The group includes IBM, Microsoft, Intel, and will soon include Sun Microsystems. Although Web Services is a tangled web of acronyms, technologies and companies, its net or as Microsoft refers to it, its .NET will catch us all. Only this time getting caught in the net/.NET is a good thing.

Click here for more technical details written by 180 Systems about web services. For a more comprehensive analysis of Web Services, click here for reports from the McKinseyQuarterly.

A great source for ideas and articles from Boomer Consulting, which is recognized in the accounting profession as a leading authority on technology management.

Although the articles that you can download (many are at no charge) from Boomer Consulting are geared to accounting firms, they also apply to any company struggling with technology. In an article entitled, Winning with Technology, Gary Boomer writes that "Too many businesses today view technology as overhead...", and "According to the Gartner Group, five hours are gained for every hour of technology training" and "Internal technology personnel tend to tell the owners what they want to hear rather what they need to hear". Another article on Boomer's web site entitled "The Keys to Firm Growth" contains benchmarks on technology investment. Click here for a link to Boomer Consulting.

Analysis of Microsoft Business Solutions by the Aberdeen Group, one of the leading sources of Information Technology market research

According to Aberdeen Group, "Microsoft Business Solutions had its first value-added reseller (VAR) conference in Minneapolis, MN — but the event was not new to the attendees. Stampede has been a 17-year tradition for the Great Plains reseller community — and this year 1,900 Great Plains VARs were joined by 100 Navision VARs, the newest addition to the Microsoft Business Solutions family. At Stampede, the change of venue did not distract from the business at hand — MBS presented a strategy for business solutions for the small to midsize enterprise (SME) for the years ahead. This strategy radically changes the playing field as Microsoft strives to own the business stack." One of Aberdeen's conclusions is that "Microsoft Business Solutions faces a significant challenge of product line "rationalization" as a result of its strategy of acquisition — eliminating product duplication and developing strong integration of the piece parts. But MBS is well positioned to be a powerhouse in the mid-market when its "next-gen" strategy leads to a single suite of robust, reliable, and affordable products." Click here for a link to Aberdeen's article.

ACCPAC Expands Reach: A Transition from Accounting Applications to Mid-Market Enterprise Solutions

This time from the Aberdeen Group, "ACCPAC wants to be taken seriously as a provider of mid-market enterprise (MME) business management applications. The company has developed the architecture and the product integration to stand up respectably against its competitors. The challenge: how to position its products and technology, and train its VARs to capture a significant share of this burgeoning market." Click here for a link to Aberdeen's article.

Best Software: Building Competitive Advantage for the SMB (small and midsize business) Market

And one more time again from Aberdeen group, "Software requirements for SMBs are varied: They range from back-office functions like commercial and nonprofit accounting, HR/payroll, e-commerce, and fixed asset management to front-office applications like contact management and customer relationship management (CRM). The SMB's goal is to constantly improve the quality, effectiveness, and efficiency of its internal operations throughout the life cycle of the business. With growth come additional requirements: not only for an increased number of functional areas, but also for the ability to scale to accommodate more users and increased business transactions. Best Software has addressed this bidirectional growth by focusing on the long-term operational, tactical, and, ultimately, strategic goals of organizations — in a way that customers have found easy to implement — with a rapid return on their investment." Click here for a link to this article from Aberdeen..

More consolidation of accounting and ERP systems

MAPICS has signed a definitive agreement to acquire its competitor Frontstep (formerly SyMix). Click here for more. As well, SSA acquires Infinium. Click here for more about this.

IBM Maps out Mid-Market Plan

From destination CRM, "IBM, long perceived as a player in the largest of global corporations, plans to focus more acutely on delivering solutions to the small and medium-size business market." IBM will be spending $100 Million in marketing its mid market push. Click here for a link to this article.

Disappointed with information technology investments? You're not alone

In an article from CFO.com, "One by one, they rose to make their pitches to the IT steering committee. As the day wore on, recalls consultant Doug Hubbard, business cases were presented for more than 20 IT projects. Each was framed in terms of the tremendous savings and benefits it would provide for the company, a giant midwestern nuclear-power utility. One skeptical attendee listened closely and entered a series of figures into a calculator. Toting up the promised benefits of each proposal, he announced, "If we signed off on all of these, we'd be able to cut staff by 110 percent. Hubbard's tale reflects the past decade's blind faith, massive investment, and sometimes bitter disappointment in information technology." For the article, click here.

From the Butler Group, "The way most companies use IT is sub-optimal, leaving most success factors unaffected. This has not, of course, stopped many large organizations investing heavily in efficiency oriented applications such as ERP, and as if this was not painful enough, going on to invest in CRM systems with the hope that IT could cast its magic spell upon their customers. There’s no need to restate the dismal history of these monolithic monsters – but the lack of return we often get from these applications should be telling us something. If IT is really going to make a difference to our business then we need to get off the efficiency trip and start looking at how IT can support innovation, reinforce market share, promote a healthy corporate culture, and communicate our products and services to customers." For the article, click here.

The role of the CFO has broadened beyond number crunching and shoring up cash flow - a report by Ernst & Young

Ernst & Young has published an article entitled "The CEO's CFO Accountability is Key" based on interviews with more than 60 CFOs and senior executives. In the article, you will read that "CFOs must still possess a superior understanding of a company's financial and accounting practices, the study notes, especially given the renewed emphasis on restoring public confidence in financial statements. However, the CFO's role has now expanded beyond "number crunching" and shoring up cash flow to include responsibilities for shaping corporate strategy, ensuring the credibility and competence of the senior management team, and bolstering the company's position in the market. A CFO's performance in these areas, the study says, helps to solidify a company's standing with investors." Click here for a link to this article.

You use Outlook and haven't archived or deleted your messages for a long time

Outlook stores all of its data in a file called outlook.pst. When this file gets very large (2 gigabytes), it can become unstable or unusable. Click here for an irreverent article on the topic from Woody's watch, here for Microsoft's help and here for some advice from PC Magazine.

November 2002

Microsoft Business Solutions article entitled "The eagle has landed" published in the Mid October 2002 edition of the Bottom Line

More than thirty years ago, Neil Armstrong was the first to land on the moon, and immortalized the moment with the words the “The eagle has landed”. To get there required a vision, a comprehensive strategy and billions of dollars. Microsoft recently launched Microsoft Business Solutions (MBS) with vision, comprehensive strategy and billions of dollars. With MBS, Microsoft’s objective is to attain global leadership in business applications for small and medium sized organizations. For a reprint of the article, click here.

Abak Case Study published in the November 2002 edition of the Bottom Line

AGTI Consulting Services is an information technology consulting firm headquartered in Montreal and serving the Canadian market from offices located in Montreal, Quebec City, Calgary and Victoria. AGTI's rapid growth required them to replace their existing time and billing system. In Abak (http://www.abaksoftware.com), AGTI found an affordable solution that met their requirements. Abak was developed by a Canadian developer in Montreal, and now has about 300 clients from a variety of industries including accounting firms, engineers, architects, and consulting firms. For a reprint of the article, click here.

Professional Services Automation (PSA) article published in the November 2002 edition of CAmagazine

The popular vendors of accounting systems for businesses have traditionally neglected the needs of professional service organizations – accounting firms, consulting firms, engineers, architects.... Happily for new vendors with new solutions, this oversight has left the door wide open for them. At one end of the range of solutions for professional service organizations are timesheet systems; these provide timesheets, expense reporting and project management. Next, there are time-billing systems that include billing, and sometimes purchasing, allowing for accumulation of external costs for products and services so that project managers can compare actual costs of time and materials to budget. And there is Professional Service Automation (PSA) -- an integrated solution to meet all the system needs of professional service organizations. For the article on CAmagazine's web site, click here.

Steve Ballmer, CEO of Microsoft, says that Web Services is "big, big, big, big, big, the biggest thing that's going to happen in the industry"

Web Services are self contained business functions that operate over the internet enabling any application to share information with another application. Web Services should solve the problem of integration between systems and enable eCommerce to become a reality. However, don't expect integration utopia for at least a few years. In order for Web Services to work, there must first be agreement on standards. So we have competitors such as Microsoft and IBM joining The Web Services Interoperability Organization (WS-I) to set the standards. Just a few weeks ago, WS-I opened up some room at the table for Sun Microsystems, which is Microsoft's main rival for web services standard setting. For articles on WS-I from InfoWorld, click here and here. For an article on the battle between Microsoft and Sun Microsystems from Destination CRM, click here.

David Maister's Web Seminar on Managing a Group of Professionals

On October 16, David Maister presented the findings of his new book (First Among Equals) in a one hour web seminar hosted by Changepoint Corporation. David is a leading authority on management of professional service firms. David believes that a professional service firm's competitive advantage is the energy, drive, excitement and enthusiasm of its staff. However, managers are not hired, trained or rewarded with this in mind. Performance reviews are a waste of time as staff defend themselves rather than learn how to improve their performance.

A good manager is not necessarily someone with a high IQ who can argue his case very logically. The interpersonal skills are more important. A good manager is trusted by the staff because staff trust the motives of the manager. A good manager is accountable and sets a high standard. If you're interested in more, click here for David's website or click here to access the recorded web seminar from Changepoint.

A survey of over 250 executives (CFO's, Directors of Finance, Controllers...) on IT investments

CFO magazine and Morgan Stanley surveyed 252 executives between July 30 and August 20. The survey found that a resounding majority of CFO's are devoting more time to IT issues these days. When asked whether their companies have gotten the expected ROI from technology investments, almost half said no or rarely. For the survey results, click here.

The case against the business case

CFO magazine also published an article on October 30 that cautioned about over reliance on ROI. There are some projects that don't need a hard and fast business case such as an implementation of an accounting or ERP system. I disagree.  Although there may be cases when an organization has no choice in the implementation of a new ERP or accounting system, there are choices in which system is selected. If there is not a good business case/ROI for the more expensive system, then the less expensive system could be the better alternative. Click here for the article.

Wal-Mart has given its 10,000 smaller and mid-sized suppliers one year to begin using Internet-based electronic data interchange

According to E-Business news, "Wal-Mart's decision represents a watershed in the history of Internet-based EDI given the number of suppliers it will impact and the amount of business it will generate for Internet-based EDI specialists."  Click here for the article.

The economic downturn has propelled Business Intelligence (BI) to center stage

According to InfoWorld, "The ultimate goal is to ratchet the BI data locked in transaction-system silos up to the executive suite for daily comparison to strategic goals and budget targets. As a result, an executive can be notified within minutes of critical variations in sales or production, instead of learning about them at quarter's end." Click here for the article.

A free and very fast image viewer and editor that supports all major graphic formats

IrfanView is a fast, simple image viewer and editor that supports all major graphic formats, including BMP, DIB, JPEG, GIF, animated GIF, PNG, PCX, multipage TIFF, TGA, and more. Click here to access ZDNet Downloads for IrfanView.

October 2002

OpenAir Case Study published in the Mid September 2002 edition of the Bottom Line

The case study was on Devlin, a leading interface design and development firms in North America, which implemented OpenAir. OpenAir is a Professional Services Automation system, which includes project estimating, resource management, timesheets, expense reporting, project management, contact management, invoicing, and purchase orders. Devlin required a web-based solution so that staff could use the system anywhere or anytime whether they were on a MAC or PC. Devlin chose the ASP (Application Services Provider) option, which means that you don’t buy the software, you rent it; and the program and data are maintained on the ASP’s equipment. For a reprint of the article, click here.

Changepoint Case Study published in the October 2002 edition of the Bottom Line

The case study was on SAS Canada, a leading developer of business intelligence systems, which implemented Changepoint. Changepoint is a Professional Services Automation system, which includes customer relationship management (CRM), engagement management, billing, knowledge management, project management, time and expense reporting, and resource management. SAS wanted to create “one point of truth” and replace all the disparate systems with one system for engagement and project management For a reprint of the article, click here.

The September 18, 2002 Microsoft announcement to attain global leadership in business applications for the mid market

Microsoft’s key technology today is .NET, and it has been said that Bill Gates has bet the company on .NET. Microsoft Business Solutions is one important vehicle for Microsoft in making .NET a reality. Microsoft Business Solutions includes the businesses of the former Great Plains (includes eEnterprise, Dynamics and Solomon), Microsoft bCentral, and Navision (includes Navision Attain and Axapta). MBS’ strategy includes enhancing and protecting the investment in current business applications, creating new solutions and building the next generation of business solutions to be developed using .NET. New solutions include a Retail Management System and Professional Services Automation. For more from Microsoft, click here. We have written an article on Microsoft Business Solutions that will be published in mid October in The Bottom Line.

IBM announces strategic alliances with 2 mid market vendors

IBM announced on September 26th a pair of strategic alliances with mid-market CRM vendor Clear Technologies, and ERP mid-market specialist MAPICS. This is just the beginning of the consolidation of companies that will take place over the next year to battle it out with Microsoft in the mid market. For more from E-Business News, click here.

Business Intelligence products

Business Intelligence (BI) refers to turning data into information that is useful to make decisions. There is a spectrum of BI solutions. On one end of the spectrum, there are management or production reports, which can be very simple to generate. If the information is given on a timely basis and it’s exactly what’s needed, then you have BI. On the other end of the spectrum are interactive slicing and dicing tools often referred to as OLAP (On-Line Analytical Processing). Click here for some of the BI products available today.

The reincarnation of dot.com

The dot.coms are coming back. One example is WebShots.com, which was purchased in 1999 for $82.5 Million US and was sold back recently to the original owners for $2.4 Million US. With a clean balance sheet, control over spending, improved technology and lessons learned, WebShots is registering 150,000 new users each week. For more from CNN.com, click here.

2002 best and worst technologies from global research firm

Based on thousands of end-user ROI studies, global research firm, Nucleus Research, defines the best and worst performing technologies of 2002. The best were E-business and E-learning. The worst included business-to-business marketplaces and large customer relationship management implementations. For more, click here.

High speed internet ratings

Broadband Reports provides information on residential and small business Broadband connections including all types of xDSL information, cable, wireless, end-user reviews and ratings, and discussions. Click here for BroadbandReports.

A source for market and competitive intelligence

According to an article written by itbusiness.ca, RocketInfo is being praised by some of the most well-known names in the search business. These include Research Buzz, About.com and SearchEngineWatch, which last year named the RocketInfo as the first-runner up to Yahoo! in its annual awards program. Click here for the itbusiness.ca article or here for a link to RocketInfo.

Definitions of Linux, IP, XML, IP address, and LAN/WAN

A columnist at itbusiness.ca attended the SunNetwork conference in San Francisco last week and heard the following definitions from freelance comedian/technologist Don MacMillan:

Linux: Latin for "I don't do Windows."

Unix: Male software developers too busy coding to go on dates.

XML: Extra-medium-large, the clothing size between "medium-large" and "large."

IP address:  Location of the bathroom.

LAN/WAN: Thank you, ma'am.

September 2002

ACCPAC Case Study published in the September 2002 edition of the Bottom Line

The case study was on AOL Canada, which implemented ACCPAC at the end of 2001 with the help of EQUATion Technologies, one of ACCPAC's leading business partners. A relatively small team at EQUATion and at AOL Canada made a big difference at a global company. For a reprint of the article, click here.

Fourth Annual Survey of Accounting and ERP systems published in the September edition of CAmagazine

This year, we expanded our survey to not only include financial and distribution systems, but also manufacturing systems. Our on-line charts of 34 different systems contain information on costs, applications, target market, install base, technology, unique features, and more than 100 detailed questions on generic, financial, distribution and manufacturing functionality.

We also issued a satisfaction survey to the actual customers of some of the leading accounting systems available in Canada and sent a confidential questionnaire to more than 300 customers, a third of which responded. We asked each customer to rate the software, the implementer and the developer of the software, and posed many questions that involved costs and benefits. The article in the CAmagazine contains the high level results of our customer survey.

For the article published on CAmagazine's web site, click here.

The reseller agreement between Microsoft and Siebel (leading CRM system) ends this year

According to AMR Research "The original pact between Siebel and Great Plains allowed Great Plains to resell Siebel’s CRM applications to Small and Midsize Businesses (SMB), and the contract continued when Microsoft acquired Great Plains. Since that time, however, Microsoft has decided it will develop and sell its own CRM applications for its partners to offer the SMB market." The gloves are coming off in this battle over CRM starting in 2003 between Microsoft and Siebel. For the AMR article, click here.

Wordperfect gets new life from Dell and Hewlett Packard

According to the New York times, "Just as WordPerfect, the once-popular word processing software, was at risk of slipping from the computer world's consciousness, it is set to appear on millions of new screens." Click here for this article.

"If the automobile had followed the same development as the computer, a Rolls-Royce would today cost $100, get a million miles per gallon, and explode once a year killing everyone inside."

This quote is attributed to Robert X. Cringely, who from 1987-95, wrote the Notes From the Field column in InfoWorld, a weekly computer trade newspaper. He is also the author of the best-selling book Accidental Empires: How the Boys of Silicon Valley Make Their Millions, Battle Foreign Competition, and Still Can't Get a Date. More recently, Cringely is the host and writer of the hit PBS-TV miniseries "Triumph of the Nerds. Cringely's weekly sermons on technology are available on-line by clicking here.

ASPs (Application Service Providers) are making a comeback

With ASP's, you don’t buy the software, you rent it; and the program and data are maintained on the ASP’s equipment. The primary advantage of an ASP is less investment in computers and the resources to maintain it. There were a number of high profile ASP casualties last year, and ASPs fell out of favour. But there seems to no denying the ASP's compelling business case. According to ITConsultant, "Oracle Corporation is crowing about its e-business suite outsourcing biz — it grew by a whopping 50 percent with the influx of 100 new customers in Q4 2002." For ITConsultant's article, click here.

Cringely also writes about ASPs in an August 15 article, in which he talks about StoreReport, an ASP for owners and operators of convenience stores. Cringely says "I like the ASP concept because it isn't hype and it can really save both time and money when the circumstances are right. Maybe it isn't politically correct, but I say do what works." Click here for Cringely's article on ASPs entitled "High ASPirations". By the way, StoreReport has not made its way to Canada yet, but it should not be long before it does. For StoreReport's web site, click here.

A good source of information from the UK

Consultants' Advisory is a report, published by Prime Marketing Publications (PMP), which keeps UK consultants and systems integrators abreast of the key issues in the IT marketplace. It is a regular publication available both in online and printed copy form. The on-line version is available free by clicking here.

In the August issue, there is a lot of information on Professional Services Automation including the results of a recent survey, which showed that over half of the respondents plan to adopt PSA in the next 2 years. Asked why they are unhappy with their existing systems, the overwhelming reason was to improve resource allocation (90%), followed by milestone delivery on time (84%), creating metrics for future estimating (72%), re-use knowledge (70%), improving project visibility (68%). Surprisingly saving money was at the bottom of the list at 66%.

Paste into Microsoft Word without changing the text format

If you're like me, you're frequently copying and pasting into Microsoft Word. Does the text you copy and paste retain the format from the source document? Click here for a tip from PC Magazine.

August 2002

Want to read our MAS 90 Case Study that was published in the August edition of The Bottom Line? Click here to get a reprint of the article.

Did you hear that Microsoft has now purchased Navision?

On July 11, Microsoft completed the purchase of Navision for $1.3 billion (U.S.). There are lots of questions about this deal. To see the answers by Microsoft to many of the questions, click here. There are other questions for which you will not find answers, such as can Microsoft be as successful in accounting/ERP systems as they are in other markets? Microsoft's strategy is to dominate and mass market their products. Microsoft must compete with dozens of other accounting/ERP products, each with its own strength in software functionality. As well, accounting/ERP systems are sold and implemented in a very different way than typical Microsoft product. It takes months of discussions, demonstrations and negotiations before an accounting/ERP system is sold.

However, remember that Microsoft has been an ERP provider since April of last year, following the completion of the Great Plains acquisition. I am told that their strategy to market Business Solutions products and services is in fact, not the same as it is for other product lines sold by the company – they are committed to the partner model as has been historic with both Great Plains and Navision and have no plans to alter this commitment.

Did you hear about our new system health check service?

Often business systems evolve with each person adding their own procedure. Over time, a business process becomes inefficient and ineffective, and possibly out of control. Click here for more on our latest service.

Still paranoid about your backup?

Unfortunately many companies still learn the hard way about the importance of backup. In a recent article in PC World, CD's were rated the best bet for small systems and external hard drives for larger systems. The article contained some good advice for "foolproof" backup. Click here for this article.

Would you like a better calculator for your computer with a tape for review and correction?

TapeCalc 2 is a practical desktop calculator with a "smart" tape that records your calculations and lets you correct any errors. Its built-in unit-conversion feature provides automatic conversion between dozens of different units of measurement. Click here for a TapeCalc 2 - free from PC Magazine.

Would you like another source for IT strategy and research on emerging technology?

The majority of white papers, profiles, impacts and other documents published by Aberdeen Group are free at aberdeen.com.

Would you like another source to help you select the right accounting package?

We would prefer that you call us when you think you're ready to select a new system. We may talk you out of it. If replacement of your current system is necessary, we can help. If you would rather do it yourself, you can refer to the buyers guides and case studies on our web site. Next month, we will publish our 2002 buyers guide of 34 accounting systems with comparisons on cost, applications, install base, target market, technology, unique features and over 100 detailed questions on generic, financial, distribution and manufacturing functionality. Another good source is the Accounting Software Advisor, which can be accessed by clicking here.  

What is Business Intelligence or Online Analytical Processing?

It's about improving information relevance and timeliness for improved decision making. Rather than read static reports, you can analyze operations using tools to slice and dice your information across multiple dimensions. Business Intelligence tools include Crystal Decisions and Cognos PowerPlay. To learn more about these products and Business Intelligence, click here for a whitepaper from Crystal and here for a whitepaper from Cognos.

July 2002

Did you know that you have until July 31, 2002 to sign up for Microsoft's new licensing program to upgrade Windows, Word, Excel, Outlook…?

If you plan to upgrade soon, you will save a lot by signing up. Rather than simply being able to upgrade your Microsoft software when you want to, Microsoft would prefer you to commit to buying upgrades ahead of time through an annual fee. Click here for Microsoft's web site that describes this in more detail and here for an article from news.com about it entitled "Microsoft program meets some resistance"

What happened to thin client?

A few years ago, the computing industry buzzed with thin technology as way to lower the costs of maintaining PC's. You would not need a "fat" and expensive PC. A low cost computer or terminal would suffice as you would be connected to a powerful server that would do all the work. At the time, it seemed like a return to the days of the mainframe and minicomputer and "dumb" terminals. According to an article published in the May 31, 2002 edition of ComputerWorld Canada, thin client technology never made a serious dent in mainstream computing. What happened? Probably the biggest factor is the objection of anyone who has the power of a PC at their fingertips in not only doing office work, but also using it for enjoyment. Another factor is the cost to replace what already works. Another problem with thin technology is over reliance on the network and servers. With a PC, you can still do some work if the network goes down. There will be situations where thin is better, but don't expect PC's to go on a diet anytime soon. Click here for the article from ComputerWorld entitled "Computing on Thin Ice"

What's the business case for Professional Service Automation (PSA)?

By now, you have probably heard about PSA. It is a hot buzzword for automating business processes for any organization that provides professional services. These organizations track their time, manage projects and usually bill their clients for services. They often want to track opportunities, schedule resources, and provide knowledge of best practice to their employees. PSA should have a compelling business case. Just by calculating the productivity of employees, there is a tendency for employees to improve their numbers. A small improvement in productivity could easily lead to significant improvement to the bottom line. Other savings include reduction in time to generate invoices, improved cash flow by generating invoices more quickly, improved scheduling of resources, and better estimating on future projects.

Want to read a good book on PSA?

For a good book on PSA, click here.

Can Linux dethrone Windows?

In an article published in the May 2002 edition of Infosystems Executive, Linux is challenging Microsoft as the operating system of choice for enterprise computing. Operating systems manage software applications, data and security, as well as control devices. IBM was reported as investing $1 Billion US in the Linux platform in 2001 with the same amount planned for 2002. Linux in the past was used by universities to run supercomputers, but is now used by business and government. Linux does have some advantages such as lower costs and apparently bug-free code. For the article in Infosystems, click here.

 

June 2002

Want to read our Epicor Case Study that was published in the June edition of the Bottom Line entitled “Do it right or don't do it at all”? Click here to get a reprint of the article.

Interested in hearing about the latest consolidation of accounting/ERP systems?

Last year Exact purchased Macola. Now Exact is offering $19 Million US for Kewill ERP (http://www.kewill.com/), which includes JobBOSS, MAX and Alliance/MFG. Compare that to Microsoft's intended purchase of Navision for $1.3 Billion. It remains to be seen whether Exact or Microsoft can align people, processes and products effectively. Click here for an article from AMR Research on the Kewill acquisition.

 

Looking for information about manufacturing systems?

One good source of information is APICS (American Production and Inventory Control Society). The name does not do justice to all that APICS offers. Check it out by clicking here.

Looking for unbiased evaluations of software or hardware?

There are research companies that charge software and hardware manufacturers to be evaluated.  One good source of information for independent research on software is SPEX, which does not charge vendors for their evaluations. Although it is very expensive to purchase the full reports, there is some free research available on their site. Click here for a link to SPEX. For hardware evaluations, check out Ideas International by clicking here.

Need to make room in your warehouse, storage area or home? Want to avoid costly storage, trucking and landfill dumping costs? Want to donate your old stuff and get a tax receipt from Stuff Canada?

Stuff Canada (Supporting Today’s Underprivileged For the Future) will put your old shoes, clothes, computers, office furniture, toiletries, appliances... in the hands of charities who need them. You make a difference and you could get a tax receipt. Click here for the web site of Stuff Canada.

Do you see the problem or the opportunity?

In the May issue of APICS magazine, I read - Perhaps you remember the tale of two competing shoe salesmen who were sent to a remote country. Not long after they arrived, salesman number one e-mailed his supervisor with a grim report. "We've made a huge mistake," he wrote. "No one here wears shoes."

Salesman number two e-mailed his supervisor with the same news, but with a dramatically different perspective. "Send me as many shoes as you can," he wrote. "No one here wears shoes yet."

Do you think outside the box?

You are driving along in your car on a wild, stormy night. You pass by a bus stop, and you see three people waiting for the bus:

1. An old lady who looks as if she is about to die.

2. An old friend who once saved your life.

3. The perfect man (or) woman you have been dreaming about.

Which one would you choose to offer a ride to, knowing that there could only be one passenger in your car.

You could pick up the old lady, because she is going to die, and thus you should save her first; or you could take the old friend because he once saved your life, and this would be the perfect chance to pay him back. However, you may never be able to find your perfect dream lover again.

Click here for the out of the box solution.

May 2002

Want to read our Solomon Case Study in the May edition of the Bottom Line entitled “Beating Swords into Plowshares”? Click here to get a reprint of the article.

Want to read our TECSYS Case Study in the mid May edition of the Bottom Line entitled “A Supply Chain Management System from a Canadian Software Developer”? Click here to get a reprint of the article.

Don’t understand what’s happening with Microsoft’s intention to purchase Navision?

On May 7, 2002, Microsoft announced its intention to purchase Navision for $1.3 Billion. Last Year around this time Microsoft purchased Great Plains for only $1.1 Billion, which also included Solomon as Great Plains had purchased Solomon the year before that. Microsoft's strategy is to dominate in whatever market it enters. Another strategy has been to encourage software developers to build their systems with Microsoft tools. In exchange, Microsoft did not compete with them - until now. The battle for mid market businesses will make Star Wars seem like a walk in the park. Click here for one article from TEC on the subject and here for another from Information Week. Late breaking news - Microsoft just announced its plans to acquire Sales Management Systems, a leading point-of-sales (POS) technology company. Click here for more about this latest acquisition. What's next? Expect more consolidation as Microsoft competitors launch their counter offensive.

 

Still not sure which personal anti-virus program to use?

There's no guarantee in life but you can minimize the risks. Click here for a hot-off-the-press article from PC Magazine showing Norton Antivirus as editor's choice.

 

Are you just a little worried that your data is not backed up properly?

It seems most people learn the hard way when it comes to back up. For some, the network is backed up, but the local files are exposed to the elements. There are many options available to you. For example, you could keep all your data files together and use a compression tool to back up to your network or a CD. You might also consider using a tool such as SmartBackup 1.5 that compares your data files and only backs up those that have changed. An assortment of back up utilities can be obtained from Tucows by clicking here.

So you're backing up your network on a regular basis - great. But have you verified that you can actually restore what you backed up? Do you have a network company that is entrusted to verify that the restore works properly? What do you think would happen if they claim to be doing this on a regular basis, but for some reason, when you need to restore your data, you can't? Your contract with them probably says that they shall not be responsible for any damages including loss of data... So have your network company prove that you can actually restore all your data.


 

April 2002

Did you read our Business Vision Case Study in the April edition of the Bottom Line?

Click here to get a reprint of the article.

Interested in a roundtable discussion about SunSystems published in the April edition of InfoSystems Executive?

We were asked to participate in a roundtable discussion on the implementation of SunSystems at Hilton Hotels. Click here to link to the article.

Having trouble coming up with a Return on Investment on IT expenditures?

You’re not alone. Based on a survey by CIO Insight, “most of the 404 top IT executives in our survey feel greater pressure than ever before to demonstrate a return on their IT investments. But there's no agreed-upon approach to calculating ROI. Worse, 70 percent believe their metrics don't fully capture the value of IT, and nearly half lack confidence in their ability to accurately calculate ROI.”  Click here for the article.

 

Don't know much or anything about the Tablet PC which will likely become the most popular form of PC sold in North America?

Click here for a hot-off-the-press article from PC Magazine.

 

Need a reference for buzzwords?

A helpful and somewhat humorous site is available to demystify buzzwords. Click here for this web site.


Could use some help in obtaining benchmarks?

Benchmarking is a great idea. Why not compare your business or your client’s business to what other similar companies are doing?  But getting the data is not easy. Here are some on-line resources that may be helpful. Click on Government of Canada or Canadian Institute of Chartered Accountants (only for CICA members) or Benchmarking Exchange or Benchmarking Network or Best Practices, LLC or American Productivity & Quality Center or just call us.

Can’t get enough information about Customer Relationship Management (CRM)?

The Patricia Seybold Group has recently released a free, 43 page executive guide to CRM. For all you ever wanted to know about CRM, click here.

March 2002

Did you read our Navision Case Study in the March edition of the Bottom Line?

Click here to get a reprint of the article.

 

Want to know more about Microsoft’s CRM (Customer Relationship Management) System?

There will be lots of buzz about this over the next few months. To obtain more information about Microsoft CRM, click here. This link is to AMR Research, which is one of the better sources of technology information.

Want to know what Bill Gates said this week at the Microsoft Great Plains conference in Orlando?

I wasn’t in Orlando but did hear him speak via satellite at Microsoft’s Toronto office. He spoke about betting the company on his .NET strategy, which was mentioned in our Feb FYI, which can be obtained on our web site by paging down a few times - look for "So what’s this .NET thing?". Bill also talked about the tablet PC as the next great technology advance. It is the shape of a pad of paper and has all the power of a laptop. A prototype was shown, and wouldn’t you know it – it crashed. Nevertheless, it looked amazing, and one day soon, I can see them as standard equipment for business, heath care, students…For more information about tablet PC’s, click here. Bill also hyped Microsoft’s new CRM product, which will be tightly integrated with Outlook, other Microsoft Office products and Microsoft Great Plains and Solomon. The new CRM product is still in development, and won’t be available until the end of 2002. Click here for more about Microsoft CRM.

 

Don’t want to use your old PC as a boat anchor?

There are alternatives. PC Magazine just released this article that will give you some ideas. Click here for more.

 

No idea how to stop certain programs from loading automatically?

There are utilities that will identify which programs are being loaded automatically and will allow you to easily disable these programs. StartUp Manager is one tool that can be found on a web site that contains “Downright Useful Downloads”.  Click here for this web site.


Do you need a firewall at home, or do you want to know more about firewalls?

You probably have protection at the office, but what about at home? With DSL and Cable Modem technology, your PC is permanently connected to the Internet and can be more easily attacked by hackers. HowStuffWorks is one source of firewall information that can be linked by clicking here and PC Magazine recently published a good article that can be obtained by clicking here.

 

Should we publish the results of our survey to customers of the leading accounting systems?

We have issued a survey to about 400 customers of some of the leading vendors of accounting systems. The results were going to be published in the CAmagazine in February and then in May, but we have now delayed until September 2002 because of concerns raised by the vendors. The results are based on about 10-15 customers per product, and there is the concern about drawing conclusions from a small sample size. The other concern is that we are rating and comparing products that could vary significantly in complexity, and the concern is that we are not comparing apples to apples. Another problem is that many of the vendors did not realize what their customers were thinking, and were surprised by the results. We think that not knowing what customers are really thinking is a common problem. In past FYI’s, we have suggested using a product from Perseus Development Corporation (http://www.perseus.com/) to gather client information. If you would like assistance in gathering market intelligence, we can help by introducing you to one of our marketing consultant associates.

Have you heard of Toronto Taste?

Every June, dozens of the top chefs in Toronto work together with the best wineries of the province to present a fabulous feast called Toronto Taste. The event, now in its 12th year, is a fundraiser for Second Harvest. For tickets and sponsorship information, please call: 416-408-2594. Click here for more about Toronto Taste (hopefully their web site is ready). Second Harvest is Toronto's largest perishable food recovery program, collecting and distributing surplus fresh and prepared food to 121 social service agencies throughout the G.T.A.

February 2002

Did you hear that Microsoft is about to release its own CRM (Customer Relationship Management) System?

In many organizations, customer data is often inside someone’s head or scattered across marketing, sales, service and accounting. CRM brings it all together and allows organizations to pro-actively respond to opportunities and manage existing relationships. So far, CRM has been pitched mostly to the larger organizations and has been very expensive to implement. There are CRM solutions for small and medium-sized business, but there is no market leader and confusion about the differences between products. With a huge potential CRM market for small and medium-sized business, the time is ripe for Microsoft to march into CRM. Click here to read more.

 

Are you ready to send a survey to your clients by email?

It seems to me that many companies don’t always know what their clients are thinking. There are tools that will automate the preparation of a survey, as well as data collection and reporting. We have used the Survey Solutions product from Perseus Development Corporation (http://www.perseus.com/) and would highly recommend it. We would also be pleased to help you get started.

 

Just want to print a few business cards? 

There are inexpensive programs that make it easy to print a few business cards at a time. It’s unlikely that the home grown cards will be as good as you would get from your printer, but you may find that it’s all you need. RKS Software has developed a program called Visual Business Cards. Click here for a link to RKS Software.


So what’s this .NET thing?

Microsoft’s .NET strategy is supposed to allow applications to communicate and share data over the Internet or an intranet, regardless of operating system or programming language. For a non-technical article on .NET from Microsoft’s TechNet, click here.

 

What are the top 10 predictions for 2002?

Gartner recently published their top 10. Gartner is one of the leading sources of business and technology research. For their Top 10 and a sense of what they offer, click here.

 

Have you heard of Lunch Money Day?

On Thursday, February 28, 2002, Second Harvest is asking Torontonians to brown bag their lunch, and instead, to donate their lunch money to Second Harvest. Second Harvest is Toronto's largest perishable food recovery program, collecting and distributing surplus fresh and prepared food to 121 social service agencies throughout the G.T.A. For more information on Lunch Money Day, click here.

January 2002

Where has all the disk space gone?  (Long time passing…)

It would be useful if Windows explorer would show where all the space has gone. There are utilities that will show you graphically which directories and what files are the space hogs. One utility can be found by clicking here.

Have you been attacked by a computer virus yet?

Some say that 2001 was the Year of the Virus. Unfortunately Microsoft Outlook is the target of choice and seems to be easy prey to malicious and creative hackers despite the fact that Microsoft has introduced draconian measures to block out potential threats. You may notice that a wide variety of files are blocked that you may want to receive from trusted sources. It is easy to bypass Outlook’s protection by changing the file extension or by WinZiping it. Although there are no guarantees for protection, follow a few guidelines and reduce the risks. Click here for Microsoft’s guidelines.

Who buys on-line?

You would think that it would be the younger crowd. Guess again. I have attached an article that was downloaded from TechRepublic, which is a decent source of IT information. Click here for a link to TechRepublic and click here for an article on who buys on-line.

 

Have you attended a webinar?

A webinar is a great technology that allows you to be trained or attend a conference at your office. Using the internet and your phone, you will see the PowerPoint presentation or the latest version of a software product, and you will hear the speaker on your phone. You can even ask questions via the internet. I have used PlaceWare a few times and it sure beats getting on an airplane… Click here for a link to Placeware’s web site.

December 2001

Are your clients satisfied with your services?

Today, more than ever, achieving high client satisfaction is a critical strategic success factor. On the other hand, client confidence and loyalty are hard-to-measure intangibles. That's why client satisfaction surveys can be key tools in your efforts to improve your business and develop new services that meet current and emerging needs.

Online surveys offer many advantages over traditional mail and telephone surveys including quicker results, lower costs and higher response rates. With point-and-click ease, online client surveys give clients the ability to express themselves quickly, conveniently and in detail.

For example, we recently created a comprehensive online accounting system survey for CAmagazine. Emailed to 300 customers, this easy-to-understand and complete survey was returned to us with a simple click of the "submit survey" button. Our database was automatically updated with the results, populating easy-to-understand reports, tables and graphs to support the magazine article.

Purchasing a new computer with Windows XP?

Computers are now being sold pre-loaded with Microsoft’s latest operating system – Windows XP Home Edition or Windows XP Professional. If the computer contains Windows XP Home Edition and your office network is NT or Windows 2000, you will not be able to connect to your office network. You will need to upgrade your new computer to Windows XP Professional. There are other differences between the home and professional edition. Microsoft has a chart that may help explain the differences. Click here for their chart.

Are you making the most of your existing system?

You're not alone. Often, Excel is used to compensate for missing reports or functionality. Management knows that these manual processes are labour intensive and error-prone but don't have the time or expertise to do anything about it. It would likely be a shock if the costs of these manual systems were identified. The costs include not just the time costs but also the costs if there are errors in decision-making or lost opportunities because of delays in getting the information. At the very least, you should not have to re-key information.

Today's systems are usually open databases that can be accessed by a wide variety of tools. There should be no reason why the data from your existing system could not be automatically imported into Excel or Access. For example, Excel allows you to directly connect to many databases including Microsoft SQL Server, Microsoft Access, dBASE, Microsoft FoxPro, Oracle and Paradox. Using ODBC (Open Database Connectivity), a widely accepted application programming interface (API), you should be able to access your data from most other databases without re-keying.

Our recommendation is not to wait for a new system. Make the most of what you have.

Ever wonder why your company never appears in the search results for search engines such as Yahoo or Google? 

If you would like to attract new business to your web site, you can't just wait for the search engines to take notice of you.  For directories such as Yahoo, you need to get listed either by paying them a fee or, if the Yahoo category you choose is deemed non-commercial, you can be listed for free. On Yahoo's home page, click on a Category such as Business and Economy. Keep clicking on more specific items and then look for "suggest a site" at the bottom of the screen. You will only see the "Standard" free listing if you have picked what Yahoo considers a non-commercial category. Otherwise you will see the "Yahoo! Express" listing which will give you a "Guaranteed and expedited consideration of your site within 7 business days" for a one-time non-refundable fee of US $299.

With so-called web crawlers, these search engines automatically visit web pages to compile their listings. The most important crawler-based search engine is Google, which will include your site based on the quantity and quality of other web sites that point to you. So get your trading partners to link to you on their web site. If you're trading partners are considered important sites by Google and they link to you, then you should soon have more visitors knocking on your internet door. As well, Google will look to the directories such as Yahoo to determine whether your site is worthy.

Do you argue with your kids about how long they are playing games on the computer?

One way to reduce the arguments with the kids is to use a program that logs the program along with the time and duration of use. For example, a program called Appstraka can be used at home to monitor computer usage. For those children that resent being spied upon, you could explain to them that the security program will help them when their parents unjustly say that that they have used up their time for the day. You can download a free trial for 30 days and purchase the product for US $30. Click here to go to Appstraka’s web site.

Have you ever had a problem loading Windows because of a missing or damaged file?

You probably have someone at the office who will help you with missing or damaged files. If you're on your own at home, it's not easy even with top-of-the-line equipment. What do you do when you can't load Windows 2000 because of a missing or damaged file? Imagine your surprise when the top-of-the-line computer manufacturer says that you need to reformat the hard drive and reload all your programs to fix the problem.. You probably purchased Windows 2000, but did you get a Windows 2000 CD that would allow you to restore Windows unless you start all over again?

With a Windows 2000 CD, you have a number of options to fix the problem. One solution is to use The Emergency Repair Disk (ERD), which can help you to repair or recover a system that can't load Windows 2000. The ERD helps you repair problems with system files and the partition boot sector. This situation occurs when your hard disk fails or when some of your system files are corrupted or accidentally deleted. System files are the files Windows 2000 uses to load, configure, and run the operating system. In order to use ERD, you must first create an ERD on a diskette by running the back-up program found under Programs/Accessories/System Tools. 

So when purchasing a new computer, make sure that you obtain a full working Windows CD. Also make sure you have a diskette drive for creating the ERD.

 
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